ALLE icon

Allegion
ALLE

Overview Fund Activity

654 hedge funds and large institutions have $10.8B invested in Allegion in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 254 increasing their positions, 168 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+49
Holders Change %
+8.1%
% of All Funds
8.71%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
111
Increased
254
Reduced
168
Closed
56
Calls
$7.81M
Puts
$2.47M
Net Calls
+$5.34M
Net Calls Change
-$18.6M

Top Buyers

1
FMI
Fiduciary Management Inc
Wisconsin
$116M
2
Boston Partners
Boston Partners
Massachusetts
$617M
3
Allianz Asset Management
Allianz Asset Management
Germany
$75M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$273M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$84.5M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
$84.2M
2
BlackRock
BlackRock
New York
$1.05B
3
Citadel Advisors
Citadel Advisors
Florida
$15.7M
4
Bank of America
Bank of America
North Carolina
$91.7M
5
IAIM
International Assets Investment Management
Florida
$228K
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
626
JNBA Financial Advisors
Minnesota
$1.96K +$1.96K +15 New
BCMLT
627
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.96K – – –
DPW
628
DiNuzzo Private Wealth
Pennsylvania
$1.83K – – –
TAM
629
Tucker Asset Management
Colorado
$1.57K – – –
PWA
630
Provenance Wealth Advisors
Florida
$1.57K – – –
BBPWM
631
Blue Bell Private Wealth Management
Pennsylvania
$1.57K – – –
CFD
632
Creative Financial Designs
Indiana
$1.57K +$1.57K +12 New
AFG
633
Albion Financial Group
Utah
$1.44K +$1.44K +11 New
FNWA
634
Financial Network Wealth Advisors
Utah
$1.31K -$7.84K -60 -86%
RIL
635
Rothschild Investment LLC
Illinois
$1.05K – – –
SFCL
636
Strengthening Families & Communities LLC
Massachusetts
$1K – – –
SS
637
SBI Securities
Japan
$915 +$915 +7 New
GSWM
638
Golden State Wealth Management
California
$915 +$915 +7 New
LWANC
639
Laurel Wealth Advisors (North Carolina)
North Carolina
$785 – – –
ACA
640
Atlas Capital Advisors
Wyoming
$784 – – –
WA
641
Whipplewood Advisors
Colorado
$784 +$784 +6 New
VWA
642
Valued Wealth Advisors
Utah
$654 – – –
AP
643
Aspect Partners
Virginia
$653 – – –
FCAS
644
First Command Advisory Services
Texas
$653 – – –
CPG
645
Cornerstone Planning Group
New Jersey
$542 +$542 +4 New
LWMI
646
Legacy Wealth Management (Idaho)
Idaho
$515 – – –
LIS
647
Legacy Investment Solutions
Idaho
$515 – – –
AGWCA
648
Annis Gardner Whiting Capital Advisors
Florida
$393 +$393 +3 New
PWA
649
Principia Wealth Advisory
Texas
$392 +$392 +3 New
NC
650
NewSquare Capital
Pennsylvania
$392 +$392 +3 New
24 25
26
27 28